13F Filings History of Emergent Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$177,780,963
Signature - Title
Aryn Sands - Agent
Location
Williamsville, NY
Summary
This page shows a list of all the recent 13F filings made by Emergent Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Emergent Wealth Advisors, LLC reported 134 stock holdings with total value $177,780,963 as of Q4 2025. Top holdings included IVV, AGG, IEFA, IJR, and VUG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 134 $177,780,963 +$15,414,462 -$12,555,329 +$2,859,133 IVV, AGG, IEFA, IJR, VUG 13F-HR 13 Jan 2026, 18:38
Q3 2025 124 $172,506,356 +$11,067,046 -$4,531,035 +$6,536,011 IVV, AGG, IJR, IEFA, BOND 13F-HR 30 Oct 2025, 21:38
Q2 2025 116 $156,586,473 +$7,950,679 -$2,332,300 +$5,618,379 IVV, AGG, IJR, BOND, VXF 13F-HR 30 Oct 2025, 21:37
Q1 2025 107 $138,055,929 +$17,147,528 -$14,021,382 +$3,126,146 IVV, AGG, IJR, BOND, VXF 13F-HR 30 Oct 2025, 21:36
Q4 2024 116 $138,060,071 +$8,747,013 -$615,801 +$8,131,212 IVV, IJR, AGG, VXF, SPLG 13F-HR 30 Oct 2025, 21:26
Q3 2024 109 $135,319,459 +$17,153,572 -$12,637,211 +$4,516,361 IVV, IJR, AGG, VXF, TLT 13F-HR 15 Dec 2025, 21:59
Q2 2024 108 $124,396,910 +$14,929,753 -$6,676,234 +$8,253,519 IVV, SPYM, VXF, AGG, TLT 13F-HR 15 Dec 2025, 21:58
Q1 2024 104 $115,996,551 +$30,308,321 -$28,963,765 +$1,344,556 IVV, SPYM, VXF, AGG, IEFA 13F-HR 17 Dec 2025, 12:41
Q4 2023 106 $107,279,498 $0 $0 $0 IVV, SPYM, AGG, VXF, IEFA 13F-HR 15 Dec 2025, 21:56